WISDOMTREE US MIDCAP FUND (EZM) Institutional Ownership Changes & 13F Activity

WISDOMTREE US MIDCAP FUND (EZM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Ubs Group Ag, Steward Partners Investment Advisory, Llc, Susquehanna International Group, Llp, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-6,935-22.7%23,555$1.79MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-120-0.4%30,322$2.30MQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-3,076-32.8%6,313$478.43KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-2,055-5.2%37,457$2.84MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+5+0.3%1,532$116.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+66,41766,417$5.03MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+32,237+762.5%36,465$2.76MQ2 2026Aug 14, 2026
Bank Of America CorpSell-29,961-6.1%464,685$35.22MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-10,500-6.9%141,724$10.74MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+8,345+43.7%27,447$2.08MQ2 2026Aug 14, 2026
&PartnersBuy+5,3945,394$408.78KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-4,166-28.5%10,428$790.25KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-3,829-11.1%30,660$2.32MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Sell-2,541-2.9%84,335$6.39MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,251-2.1%104,998$7.96MQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-1,175-10.5%10,005$758.23KQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Sell-589-6.1%9,021$683.63KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-270-0.2%114,836$8.70MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcSell-239-6.0%3,732$282.82KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+234+7.0%3,588$269.60KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+228228$17.29KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+48+6.5%788$59.72KQ2 2026Aug 14, 2026
Ubs Group AgSell-53,881-9.3%526,139$39.87MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+37,452+35.8%141,949$10.76MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+16,825+97.3%34,118$2.59MQ2 2026Aug 13, 2026
Morgan StanleyBuy+9,320+2.0%469,226$35.56MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+2,6422,642$200.22KQ2 2026Aug 13, 2026
Mariner, LlcSell-150-3.4%4,254$322.38KQ2 2026Aug 13, 2026
Fmr LlcBuy+132+3.3%4,124$312.50KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+6060$4.55KQ2 2026Aug 13, 2026
Showing 30 of 133

Frequently asked questions about EZM activity

  • Which institutional owners are buying EZM?

    Institutional owners buying EZM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EZM activity?

    "Buy" means an investor increased their reported position in EZM compared to the prior reporting period. This reflects growing exposure to WISDOMTREE US MIDCAP FUND (EZM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EZM increasing?

    Institutional interest in EZM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.